QuickBooks Q&A
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import older from CSV file filters out all transaction in my file even though the UI doesn't show the transactions. Has QBSE auto import from bank left breadcrumbs of transaction not downloaded which is interfering with my attempt to import transactions?
it took most of a day yesterday for the migration department to simply get my migration started. We chose chart of accounts and items to transfer over. The items appear to be loaded. The chart of accounts is blank.
SOY NUEVO EN QB TENGO UNA AGENCIA DE ASEGURANZAS EN FLORIDA DE SALUD Y P&C Y QUIERO APRENDER EN COMO PUEDE AYUDARME QB EN MI NEGOCIO
I'm not sure where to put this question, so here it is. I run QuickBooks Premier Plus 2024 on my desktop. The software was recently updated to version R13_50 and it completely broke the program (see Act. Cost & Act. Sales... ?????). The major areas it broke for us: Printing - It won't. It's not my computer, every other program prints with no problems.Reports - It changed almost ALL of my memorized reports and won't let me put them back to how I had them, and the stock reports won't allow me to customize and save them. It appears (at least on some reports) that I am limited to 6 columns - but no matter what I do it won't let me have the "Amount" column. It's CHECKED, but it doesn't appear. My IT guy came out on Friday morning (2/28/25), but when I opened QB there was a message, something about the latest release having problems and they're working on it. Strange, but all day Friday I could do everything like normal. I was able to re-do some of the reports and re-memor
I would like other team members who are in charge of purchases to upload their own receipts.
Call me
Hello- Longtime QuickBooks Desktop user here. A few days ago, my computer did not shut down correctly and when I reopened my file, several weeks of transactions were missing. So I spent several hours researching and was able to restore Auto Recovered data. As soon as I logged in, I attempted to import my QBO file from Capital One and got an error message "QuickBooks is unable to verify the Financial Institution for this download." I fought this situation for a few hours till I finally called QB tech support. A Level 1 walked me through steps to no avail and started a service ticket for Level 2 support. They took my file for a few days and sent it back but am still having this problem. The Level 2 people removed the Banking Feed for Capital One and told me I would have to set that up again but I am unable to link my QB checking account with Capital One. See attachments. When I click on "Capital One", it no longer prompts me to enter my Capital On
How do I resolve an issue with unapplied cash payment on P&L between calendar years? Example below: Received payment on 12/27/24.Payment was $1375, instead of what it should have been ($1350)Invoice created on 1/1/25 for $1350Matched payment to 1/1/25 invoice and used extra $25 as future creditReceived payment on 1/24/25 for $1350 (asked customer to pay less since there was the $25 credit)Invoice created 2/1/25 for $1375Tenant's lease increased in Feb. 2025 hence the 1375Applied $25 credit to 2/1 invoice so customer shows $0 balance appropriately. 2024 P&L report shows Unapplied Cash Payment Income1,375.00 2025 P&L report shows Unapplied Cash Payment Income-1,375.00 When I click on "Unapplied Cash Payment Income" on the 2024 P&L it shows the full list all payments in 2024. My understanding is this is because the payments were received before the invoices were created but I can change the invoice dates t
A few months ago, on the "App transactions" page, I noticed a Stripe connector listed next to eBay, PayPal, Shopify, etc. I was excited because I've wanted this connector for a long time. The 3rd-party Stripe apps are not satisfactory for my small needs. When I clicked on the Stripe connector link, it said this: "You don't have access to this yet. We're currently testing this experience. Check back soon for availability." But now when I go to the App transaction page, I don't see Stripe there anymore. Is QuickBooks going to support Stripe finally, or have you given up?
Hello. I am trying to establish quantity pricing discounts but only have the option to set the discount against the cost, not the average cost. Is it possible to build price levels and quantity discounts based on average cost? Thanks in advance for any insights
QB will not let me enter my home address as a favorite in the mileage tab. I can add other addresses as favorites but not mine...
Ok, I'm a bonehead. I just copied my inventory from excel and it was the wrong inventory file. Can i delete it and start over?
closing bank the receives QB client payments due to hacking on the account. Need to add another bank account to receives Client payments. How do I do this.
how to find previous reconciliations
The file that I am working with has 12 years of data for a very active company. We use classes the best we can (INTUIT: please add two classes to every transaction type - payments received/paid and deposits only have one which is stupid because it causes classes to not balance if using accrual books. There should be no blank classes unless it was a choice by the user!). I digress. My question is - has the condense entry been improved so that I can enter classes or will all balances import over on a non editable journal entry? The last time I did this I had to create a separate journal entry to direct my beginning balances to be attributable to the class that I want them. I have several hundred balance sheet accounts, each one is connected to a class (except cash, AP, AR - but that because intuit refuses to fix the missing class problem) and I need to not waste a week getting the balances assigned back to a class. I will be forever grateful if 1. a mod actually reads my
Hi, getting back into quickbooks after an almost 10 year break - I used to have the Mac desktop version and now I see there is an Online version and I am not sure which is the best route to go. I have two needs: 1) an existing company who has there books done by an accountant in quickbooks but I need to be able to open the quickbooks files (they will send me the company database) and generate reports and 2) need to start a new set of books for a homeowner's association that I am the treasurer of. Also, where do you buy the Mac Desktop product? I see some offerings on Amazon but they don't look like Intuit is the seller and I don't see anywhere on the Intuit site to purchase the Mac Desktop Product - just the online subscriptions. Thanks for any help!Mark
How do I turn off advertisements from quickbooks online. I am here to work, and I am paying almost $1000 per year US dollars for this online deal. This is disgusting that Advertisements are taking up valueable screen space and I have to constantly waste my time turning them off. How can I turn this disgusting and unethical crap off!? Sorry I am mad.
